Henrico, VA Office

Horizon Capital Management works exclusively with individual clients, offering discretionary investment supervisory and portfolio management services with limited financial planning support provided on an hourly or fixed-fee basis. Account management is tailored to each client's risk profile and income needs, and clients may request cash raises, year‑end tax selling, or assistance selecting securities for charitable gifting.

The firm primarily selects individual equities using fundamental metrics (P/E, projected earnings growth, free cash flow yield, dividend coverage) supplemented by technical factors, and emphasizes long-term holdings with low turnover while generally avoiding margin. It accepts discretionary trading authority for client accounts and maintains continuous account monitoring with quarterly written reports and on‑demand meetings.

The firm is a small, founder‑run practice with a limited number of individual accounts and the sole owner functioning as the only employee who allocates roughly 10–15 hours per week to the business, a part‑time model that differs from many peers. Other notable practices include a formal personal‑trading protocol that prioritizes client orders ahead of the manager’s, allowance for client‑directed brokerage, and the principal’s recent background as a public company executive.